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bandhan hybrid equity fund direct plan growth
Bandhan Hybrid Equity Fund Direct Plan Growth

Bandhan Hybrid Equity Fund Direct Plan Growth

  • Very High Risk
  • Allocation
  • Aggressive Allocation
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NAV as on Mar 27, 2026
i
Price per unit of the scheme.
28.3880-1.73%1 Day Change
-6.92%
Minimum Investment₹1000
Expense Ratio1.15%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Bandhan Hybrid Equity Fund Direct Plan Growth
VS
Allocation: Aggressive Allocation Average NAV
    Topper in Allocation: Aggressive Allocation
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Bandhan Hybrid Equity Fund Direct Plan Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    bt_logoFUND MANAGER

    Harshal Joshi
    Harshal Joshi
    i
    Lead Fund Manager.
    Jul 28, 2021 - Present
    • Fund Manager Rank9Out of 30
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed18
    • Total AUM51,331.36 Cr
    • Highest Return In 1 Yr17.71 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 35.08
    -1.65%
    -2.71%
    Low to Moderate Risk
    400.04Cr
    Bandhan Crisil IBX 90:10 SDL Plus Glit April 2032 Index Fund Direct Growth
    Moderate Risk--
    • NAV₹ 12.79
    • Fund Size423.76Cr
    Fund Return-1.02%
    Category Return--
    Bandhan Equity Savings Fund Direct Plan Growth
    Low to Moderate Risk
    • NAV₹ 35.08
    • Fund Size400.04Cr
    Fund Return-1.65%
    Category Return-2.71%
    Bandhan Government Securities Fund - Constant Maturity Direct - Growth
    Moderate Risk
    • NAV₹ 47.41
    • Fund Size337.85Cr
    Fund Return-1.51%
    Category Return-1.43%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Manish Gunwani
    Manish Gunwani
    i
    Lead Fund Manager.
    Jan 28, 2023 - Present
    • Schemes managed7
    • Total AUM48,558.70 Cr
    • Highest Return In 1 Yr5.19 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 147.31
    -8.37%
    -9.00%
    Very High Risk
    13,968.37Cr
    ₹ 45.91
    -6.68%
    -7.44%
    Very High Risk
    19,266.54Cr
    ₹ 28.39
    -6.92%
    -7.14%
    Very High Risk
    1,632.43Cr
    Bandhan Core Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 147.31
    • Fund Size13,968.37Cr
    Fund Return-8.37%
    Category Return-9.00%
    Bandhan Emerging Businesses Fund Direct Growth
    Very High Risk
    • NAV₹ 45.91
    • Fund Size19,266.54Cr
    Fund Return-6.68%
    Category Return-7.44%
    Bandhan Hybrid Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 28.39
    • Fund Size1,632.43Cr
    Fund Return-6.92%
    Category Return-7.14%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Viraj Kulkarni
    Viraj Kulkarni
    i
    Lead Fund Manager.
    Jul 1, 2022 - Present
    • Schemes managed7
    • Total AUM9,653.08 Cr
    • Highest Return In 1 Yr5.25 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 35.08
    -1.65%
    -2.71%
    Low to Moderate Risk
    400.04Cr
    ₹ 35.76
    -2.72%
    -2.84%
    Moderately High risk
    98.99Cr
    Bandhan Equity Savings Fund Direct Plan Growth
    Low to Moderate Risk
    • NAV₹ 35.08
    • Fund Size400.04Cr
    Fund Return-1.65%
    Category Return-2.71%
    Bandhan Asset Allocation Fund Of Fund - Aggressive Plan - Direct Plan - Growth
    High Risk
    • NAV₹ 47.62
    • Fund Size18.66Cr
    Fund Return-7.41%
    Category Return--
    Bandhan Regular Savings Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 35.76
    • Fund Size98.99Cr
    Fund Return-2.72%
    Category Return-2.84%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Nishita Shah
    Nishita Shah
    i
    Lead Fund Manager.
    May 24, 2023 - Present
    • Schemes managed17
    • Total AUM82,197.98 Cr
    • Highest Return In 1 Yr17.71 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 35.76
    -2.72%
    -2.84%
    Moderately High risk
    98.99Cr
    --
    ₹ 18.36
    -11.80%
    -%
    Very High Risk
    659.01Cr
    --
    ₹ 16.79
    -7.69%
    -8.25%
    Very High Risk
    1,903.49Cr
    Bandhan Regular Savings Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 35.76
    • Fund Size98.99Cr
    Fund Return-2.72%
    Category Return-2.84%
    Bandhan Transportation and Logistics Fund Direct Growth
    Very High Risk--
    • NAV₹ 18.36
    • Fund Size659.01Cr
    Fund Return-11.80%
    Category Return--
    Bandhan Midcap Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.79
    • Fund Size1,903.49Cr
    Fund Return-7.69%
    Category Return-8.25%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ritika Behera
    Ritika Behera
    i
    Lead Fund Manager.
    Oct 7, 2023 - Present
    • Schemes managed18
    • Total AUM83,318.92 Cr
    • Highest Return In 1 Yr17.71 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 162.81
    -8.64%
    -8.78%
    Very High Risk
    7,059.87Cr
    ₹ 154.28
    -8.86%
    -9.35%
    Very High Risk
    10,103.58Cr
    ₹ 45.91
    -6.68%
    -7.44%
    Very High Risk
    19,266.54Cr
    Bandhan Tax Advantage (ELSS) Fund - Direct Plan - Growth
    Very High Risk
    • NAV₹ 162.81
    • Fund Size7,059.87Cr
    Fund Return-8.64%
    Category Return-8.78%
    Bandhan Sterling Value Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 154.28
    • Fund Size10,103.58Cr
    Fund Return-8.86%
    Category Return-9.35%
    Bandhan Emerging Businesses Fund Direct Growth
    Very High Risk
    • NAV₹ 45.91
    • Fund Size19,266.54Cr
    Fund Return-6.68%
    Category Return-7.44%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sreejith Balasubramanian
    Sreejith Balasubramanian
    i
    Lead Fund Manager.
    Aug 31, 2023 - Present
    • Schemes managed21
    • Total AUM99,004.57 Cr
    • Highest Return In 1 Yr14.51 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 13.10
    4.23%
    -%
    Very High Risk
    138.97Cr
    ₹ 63.51
    -0.01%
    -0.67%
    Moderate Risk
    10,155.00Cr
    ₹ 18.43
    -0.17%
    -0.56%
    Moderately High risk
    241.32Cr
    Bandhan US Treasury Bond 0-1 year Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 13.10
    • Fund Size138.97Cr
    Fund Return4.23%
    Category Return--
    Bandhan Bond Fund - Short Term Plan Direct Plan Growth
    Moderate Risk
    • NAV₹ 63.51
    • Fund Size10,155.00Cr
    Fund Return-0.01%
    Category Return-0.67%
    Bandhan Credit Risk Fund Direct Growth
    Moderately High risk
    • NAV₹ 18.43
    • Fund Size241.32Cr
    Fund Return-0.17%
    Category Return-0.56%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Brijesh Shah
    Brijesh Shah
    i
    Lead Fund Manager.
    Jun 10, 2024 - Present
    • Schemes managed21
    • Total AUM99,004.57 Cr
    • Highest Return In 1 Yr14.51 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 13.10
    4.23%
    -%
    Very High Risk
    138.97Cr
    ₹ 45.66
    0.27%
    0.16%
    Low to Moderate Risk
    15,693.51Cr
    --
    ₹ 3,324.24
    0.44%
    0.30%
    Low to Moderate Risk
    15,367.16Cr
    Bandhan US Treasury Bond 0-1 year Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 13.10
    • Fund Size138.97Cr
    Fund Return4.23%
    Category Return--
    Bandhan Money Manager Fund Direct Plan Growth
    Low to Moderate Risk
    • NAV₹ 45.66
    • Fund Size15,693.51Cr
    Fund Return0.27%
    Category Return0.16%
    Bandhan Liquid Fund - Direct Plan - Growth
    Low to Moderate Risk--
    • NAV₹ 3,324.24
    • Fund Size15,367.16Cr
    Fund Return0.44%
    Category Return0.30%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Prateek Poddar
    Prateek Poddar
    i
    Lead Fund Manager.
    Jun 7, 2024 - Present
    • Schemes managed4
    • Total AUM14,328.84 Cr
    • Highest Return In 1 Yr5.19 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 121.80
    -9.00%
    -9.32%
    Very High Risk
    8,476.46Cr
    ₹ 28.39
    -6.92%
    -7.14%
    Very High Risk
    1,632.43Cr
    ₹ 27.14
    -4.88%
    -5.62%
    Very High Risk
    2,240.09Cr
    Nippon India Focused Equity Fund - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 121.80
    • Fund Size8,476.46Cr
    Fund Return-9.00%
    Category Return-9.32%
    Bandhan Hybrid Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 28.39
    • Fund Size1,632.43Cr
    Fund Return-6.92%
    Category Return-7.14%
    Bandhan Balanced Advantage Direct Growth
    Very High Risk
    • NAV₹ 27.14
    • Fund Size2,240.09Cr
    Fund Return-4.88%
    Category Return-5.62%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Gaurav Satra
    Gaurav Satra
    i
    Lead Fund Manager.
    Jun 7, 2024 - Present
    • Schemes managed18
    • Total AUM83,318.92 Cr
    • Highest Return In 1 Yr17.71 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 35.76
    -2.72%
    -2.84%
    Moderately High risk
    98.99Cr
    ₹ 28.39
    -6.92%
    -7.14%
    Very High Risk
    1,632.43Cr
    --
    ₹ 17.92
    -2.67%
    -%
    Very High Risk
    354.57Cr
    Bandhan Regular Savings Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 35.76
    • Fund Size98.99Cr
    Fund Return-2.72%
    Category Return-2.84%
    Bandhan Hybrid Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 28.39
    • Fund Size1,632.43Cr
    Fund Return-6.92%
    Category Return-7.14%
    Bandhan US Equity Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.92
    • Fund Size354.57Cr
    Fund Return-2.67%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Feb, 2026
    EQUITY (78.15%)
    DEBT (17.97%)
    CASH (3.88%)
    Allocation by Market Cap
    Large Cap(57.84%)
    Mid Cap(7.97%)
    Small Cap(11.89%)
    Industry Holdings
    • Banks Regional22.71%
    • Information Technology Services6.03%
    • Oil Gas Refining Marketing5.29%
    • Auto Manufacturers5.28%
    • Drug Manufacturers Specialty Generic4.94%
    • Utilities Regulated Electric3.56%
    Stock Holdings
    • ICICI Bank Ltd6.97%
    • HDFC Bank Ltd4.80%
    • Reliance Industries Ltd3.66%
    • State Bank of India2.96%
    • Infosys Ltd2.79%
    • NTPC Ltd2.78%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      2.72
      This Fund
      VS
      0.51
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      81.33
      This Fund
      VS
      87.01
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      1.16
      This Fund
      VS
      1.11
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.05
      This Fund
      VS
      0.87
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.70
      This Fund
      VS
      1.43
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      10.58
      This Fund
      VS
      9.82
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Bandhan Asset Management Company Limited
    Bandhan Asset Management Company Limited manages assets worth ₹ 1,96,277.17 crores. It’s current offering of mutual fund schemes includes 35 equity, 28 debt and 11 hybrid schemes.
    phone icon
    Phone
    022-66289999
    mail icon
    Email
    investormf@bandhanamc.com
    aum
    AUM
    1,96,277.17 Cr (
    As on Feb 28, 2026
    )
    location
    Address
    6th Floor, 841, One World Center Mumbai,400013

    bt_logoFAQs

    What is the category of Bandhan Hybrid Equity Fund Direct Plan Growth ?
    The category of Bandhan Hybrid Equity Fund Direct Plan Growth is Allocation - Aggressive Allocation
    What is the current NAV of Bandhan Hybrid Equity Fund Direct Plan Growth ?
    The current NAV of Bandhan Hybrid Equity Fund Direct Plan Growth as on Mar 27, 2026 is ₹28.39
    How safe is Bandhan Hybrid Equity Fund Direct Plan Growth ?
    The risk level of Bandhan Hybrid Equity Fund Direct Plan Growth is Very High.
    What are short term returns given by Bandhan Hybrid Equity Fund Direct Plan Growth ?
    The return given by Bandhan Hybrid Equity Fund Direct Plan Growth in 1 month is -6.92%, 3 months is -7.16%, 6 months is -3.14%, and 1 year is 5.19%
    What are the long term returns given by Bandhan Hybrid Equity Fund Direct Plan Growth ?
    The return given by Bandhan Hybrid Equity Fund Direct Plan Growth in 3 years is 16.18% and 5 years is 13.76%.
    What is the expense ratio of Bandhan Hybrid Equity Fund Direct Plan Growth ?
    The expense ratio of Bandhan Hybrid Equity Fund Direct Plan Growth is 1.15%
    What is the AUM of Bandhan Hybrid Equity Fund Direct Plan Growth ?
    The assets under Management (AUM) of Bandhan Hybrid Equity Fund Direct Plan Growth is Rs 1,632.43 crores.
    What is the minimum investment in Bandhan Hybrid Equity Fund Direct Plan Growth ?
    The minimum Lumpsum investment in Bandhan Hybrid Equity Fund Direct Plan Growth is ₹1,000.00 and the minimum SIP investment in Bandhan Hybrid Equity Fund Direct Plan Growth is ₹100.00
    What is the asset allocation of Bandhan Hybrid Equity Fund Direct Plan Growth?
    Bandhan Hybrid Equity Fund Direct Plan Growth has an exposure of 78.15% in Equity, 17.97% in Debt and 3.88% in Cash & Money Market Securities